Financial Adviser

CROWN FINANCIAL GROUP

Little Rock, AR

Job Description
Job Description
Benefits:
Bonus based on performance
Opportunity for advancement
Training & development
Benefits/Perks
Careers Advancement Opportunities
Flexible Scheduling
Competitive Compensation
Job Summary
We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market’s financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance.

Responsibilities
Gather information to understand each client’s overall financial situation and needs and create individualized financial plans
Make recommendations around a variety of financial products and services
Network and develop relationships to create a strong client base
Seek out opportunities to make presentations, provide education, and sell services
Maintain up-to-date knowledge of the market and industry trends
Qualifications
Bachelor’s degree in finance or a related field
Previous experience as a Financial Adviser or related position
Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)
Understanding of the market’s financial data
Ability to provide reliable, data-based financial advice
Ability to explain complex financial information in simple terms
Excellent negotiation, communication, and presentation skills

Apply

Vacancy posted a month ago

Similar jobs that could be interesting for youBased on the Financial Adviser in Little Rock, AR vacancy

Financial Relationship Adviser
$100k
...Medicare and healthcare decisions, market volatility, estate and legacy planning, and major life transitions • Prepare and present financial plans, retirement analyses, and investment recommendations • Own follow-through on planning recommendations, client service...
Suggested
Full time
Work at office
Lukas Total Wealth
North Little Rock, AR
4 days ago
Financial Representative
...Overview NewYorkLife is a Fortune100 mutual company with over 175years of experience in helping families protect their financial futures. As an insurance agent, you will guide clients through complex financial decisions such as retirement planning and college savings,...
Suggested
Full time
Part time
Moody's
Little Rock, AR
3 days ago
Financial Advisor
...FINANCIAL ADVISOR: When you join our team-based RIA serving mass-affluent and high-net-worth clients, you'll: Manage assigned books, deliver holistic financial plans, and grow relationships using our proven service process and tech stack. Service assigned client...
Suggested
Work at office
Sowell Management Services
North Little Rock, AR
2 days ago
US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Little Rock, AR
5 days ago
Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...
Suggested
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
North Little Rock, AR
4 days ago
Financial Aid Advisor
$47.89k
...application assistance or if you have questions about a job posting, please contact Human Resources at (***) ***-****. Department: Financial Aid Department's Website: Summary of Job Duties: The Financial Aid Advisor works in a team environment to administer...
Internship
Work at office
Local area
Immediate start
Visa sponsorship
Flexible hours
Shift work
Day shift
University of Arkansas System
Little Rock, AR
3 days ago
Financial Advisor
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Little Rock, AR
5 days ago
Financial Representative
...The Modern Woodmen – Arkansas Region is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial...
Work at office
Local area
Modern Woodmen
Little Rock, AR
4 days ago
Financial Advisor
$43.89k - $150k
...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and...
Full time
Temporary work
Local area
Flexible hours
Regions Bank
Little Rock, AR
4 days ago
Financial Advisor
6 days ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors We are looking for Experienced Advisors to join our Team in the Little Rock area. You've built a successful practice and...
Full time
Prudential Financial
Little Rock, AR
2 days ago
Financial Advisor
The ideal candidate will deliver personalized investment solutions to help clients work toward their long‑term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
Bankers Life
Little Rock, AR
2 days ago
Financial representative
About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...
Local area
Modern Woodmen
Little Rock, AR
2 days ago
College Financial Representative, Internship Program
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
Full time
Internship
Local area
Unavailable
Little Rock, AR
4 days ago
College Financial Representative, Internship Program
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Little Rock, AR
4 days ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...
Full time
Contract work
For contractors
Internship
Local area
Remote work
Flexible hours
Northwestern Mutual
Little Rock, AR
1 day ago
Investment Paraplanner
$65k - $85k
...Little Rock, AR Full-time | On-site About the Role Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to support our financial advisors and deliver an exceptional client experience. This role...
Full time
Private practice
Work at office
Monday to Friday
Jambalaya Group
Little Rock, AR
1 day ago
Senior Analyst, FP&A
$46.99k - $122.4k
...CVS Health Financial Analyst We're building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold...
Full time
Work experience placement
Oak St. Health
Little Rock, AR
1 day ago
Paraplanner
...firm and build a long-term career in wealth management. The ideal candidate is detail-oriented, growth-minded, and passionate about financial planning, with opportunities to develop into either client-facing/advisory or operations-focused roles as the firm continues to...
Permanent employment
Arkansas Talent Group
Little Rock, AR
4 days ago
Merrill Advisor Development Program - Financial Advisor: Memphis/Little Rock Market
...Merrill Advisor Development Program - Financial Advisor: Memphis/Little Rock Market Little Rock, Arkansas;Jonesboro, Arkansas; Hot Springs... ...). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp....
Interim role
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America
Little Rock, AR
1 day ago
Senior Analyst, FP&A
$46.99k - $122.4k
...at a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial targets...
Hourly pay
Full time
Temporary work
Work experience placement
Local area
CVS Health
Little Rock, AR
5 days ago
College Financial Rep Intern: Build Your Planning Practice
Northwestern Mutual seeks College Financial Representatives for an enriching internship program in Little Rock, Arkansas. This role offers students the chance to build a financial planning practice while receiving mentorship and training. The internship is designed to provide...
Full time
Internship
Northwestern Mutual
Little Rock, AR
4 days ago
Relationship Banker I
...committed to bringing passion and customer focus to the business Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing...
Night shift
Simmons Bank
Little Rock, AR
1 day ago
Relationship Banker
$20 - $24.95 per hour
...qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit Position is Monday through Friday 8 am to 5 pm with...
Hourly pay
Monday to Friday
Night shift
Arvest Bank
North Little Rock, AR
2 days ago
Relationship Banker
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Insurance...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Little Rock, AR
4 days ago
Personal Banker
...sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal...
Work experience placement
Work at office
Flexible hours
Afternoon shift
First National Bank Texas
Little Rock, AR
2 days ago
Relationship Banker
...applying for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Little Rock, AR
5 days ago
PUBLIC SERVICE RATE CASE ANALYST II
$78.13k - $115.63k
...- $115,632 Job Summary The Public Service Rate Case Analyst II is a mid-level professional responsible for conducting in-depth financial, economic, and regulatory analysis of utility rate cases to ensure just and reasonable rates for Arkansas consumers. This role involves...
Work at office
State of Arkansas
Little Rock, AR
5 hours ago
Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients
...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
WealthBridge Financial Group
North Little Rock, AR
19 days ago
PUBLIC SERVICE RATE CASE ANALYST I
$71.03k - $105.12k
...Cost Allocation and Rate Design section of the General Staff and performs complex cost-of-servlce, cost-allocallon, rate-design, and financial analyses that support the Commission's review of regulated utility rates. The position evaluates utility filings and proposed rate...
Work at office
State of Arkansas
Little Rock, AR
5 hours ago
Personal Banker I
$21 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB’s branches offer many opportunities...
Local area
Flexible hours
Afternoon shift
UMB Bank
Little Rock, AR
5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Adviser. Be the first to apply!